Senior Client Manager, Personal Lines - High Net Worth

Willis Towers Watson; Miami (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Paid holidays and PTO

401(k) plan with company contribution

Job summary

Willis Towers Watson is seeking a Senior Client Manager for Personal Lines focused on High Net Worth clients. You will manage placement, service, and client relationships in an automated environment, while supporting the sales process and delivering risk analyses for new business and renewals.

The role emphasizes multi-state coverage, regulatory compliance, and collaboration with underwriters to deliver tailored policy solutions. Hybrid work flexibility is offered.

Qualifications

• 7+ years’ experience in the Personal Insurance/Private Client industry, preferred.
• High school diploma required, bachelor’s degree preferred.
• Property and Casualty license required.
• Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems.
• Ability to provide consultation and expert advice to management on risk management issues.
• Knowledge of principles and methods involved in promoting and selling services.
• Interpersonal skills, including relationship-building skills with clients and co-workers.
• Ability to work independently as well as in a team setting.
• Strong verbal and written communication skills.
• Presentation, organization and critical thinking skills.
• Industry designations such as CIC or CISR.

Responsibilities

• Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment.
• Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average
• Manage and assist in the sales process (RFP and proposal development, presentation, etc.)
• Provides risk management analysis utilizing new business, renewal and claim reviews
• Make recommendations to prospects and current clients to update and enhance policy contracts
• Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes, creating proposals, monitoring status, and follows up to delivery of policy documents to client
• Consistently prepares policy change requests, and submits requests to carriers
• Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients
• Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)
• Identifies and processes coverage enhancement and cross- sales opportunities
• Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies
• Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)
• Multi-state and large clients
• Specialty line clients

Skills

Client relationship management

Communication skills

Presentation skills

Teamwork

Independent work

Risk management knowledge

Education

High school diploma

Bachelor’s degree preferred

CIC or CISR designation

Tools

EPIC agency management system

Carrier quote systems

Job description

Willis Towers Watson is seeking a Senior Client Manager for Personal Lines focused on High Net Worth clients. You will manage placement, service, and client relationships in an automated environment, while supporting the sales process and delivering risk analyses for new business and renewals.

The role emphasizes multi-state coverage, regulatory compliance, and collaboration with underwriters to deliver tailored policy solutions. Hybrid work flexibility is offered.